Warm-Up
\n- Another good month - investors are giddy
\n- Oil - CRITICALLY LOW inventory (Inside Baseball)
\n- Fed governor admits inflation is hard to control
\n- A major name says they are reducing stocks - but are they really?
\n- Announcing the Winner of the CTP for Salesforce

Markets
\n- Huge reversal in Software stocks
\n- A few names on the move - and moving BIG!
\n- SpaceX IPO - could drain markets
\n- More AI valuations through the roof

Reversal
\n- Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record.
\n- The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence.
\n- Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products.
\n- The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001.
\n- With this month’s rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026.

Snowflake
\n- Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company’s custom silicon and chips for artificial intelligence.
\n- Snowflake’s purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement.
\n- Snowflake intends to expand its use of Amazon’s Graviton general-purpose chips, as well as cloud-based graphics processing units for AI.
\n- Snowflake and Amazon are frenemies - they compete but","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/37541570"},"partOfSeries":{"@type":"PodcastSeries","name":"DHUnplugged Podcast","url":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/ru/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/ru/usa/investing/203","name":"Investing"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/6436/512.jpg"}}]}]}

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DHUnplugged Podcast

3 Jun 2026 02:18

DHUnplugged #805: Space Race

Investing

Another good month – investors are giddy.

Oil – CRITICALLY LOW inventory (Inside Baseball).

Fed governor admits inflation is hard to control.

A major name says they are reducing stocks – but are they really?

Announcing the Winner of the CTP for Salesforce (CRM).

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

Love the Show? Then how about a Donation?

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce

Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof

Pizza Mouth !

Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month’s rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026.

Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company’s custom silicon and chips for artificial intelligence. - Snowflake’s purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon’s Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but

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